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Run Insurance Cap report

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Path: Reports>Financial>Insurance Cap

  1. Go to Reports>Financial>Insurance Cap.
  2. On the Define tab, select the team and mode (all or individual patients) for the report, if needed.
  3. In the Insurance Company section, select the check boxes next to the insurance companies to include to the report.
  4. Click Preview to generate the report. If you change the criteria on the Define tab after preview, you should close and then open the Preview tab again to reflect your changes.
  5. If needed, print or save the report in the necessary format.

 

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